Making sure a will achieves a client’s wishes

As we all know drafting a will is not just a question of recording what the client wants. We have a pro-active role. Clients often labour under misapprehensions such as ‘everything passes under the will’ so it may be necessary to look at the assets which will not pass under the will and consider with the client how that affects the content of the will.

It’s also important to consider the client’s priorities and how they can best achieve a fair result for the various people they wish to benefit. Although wills should be reviewed regularly we know that they are often not.

Clients who become richer or poorer after making their wills risk unfairness to either the residuary beneficiaries or those receiving specific assets.

This session looks at how best to minimise the dangers and the importance of documenting advice on the possible risks a client’s instructions may involve.

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Resources:

• Remember A Charity Strategic Priorities 2019 2021 | Download
• Remember A Charity Campaign Supporter Scheme | Download
• Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

After completing this session you will be able to advise clients:

• on the options available to them, and

• their implications.